Feature Release Alert!
March 13, 2018
Lead scoring, Bday campaigns & more…
“We CANNOT BELIEVE what this system is able to accomplish without having to lift a finger. It saves us so much time and even more…Listen
NAIFA’s Judi Carsrud explains newest DOL rules and timelineSeptember 9, 2017
DOL Resources from NAIFA’s Judi Carsrud Join NAIFA who fights for you and the industry. Check out the DoL timeline & other NAIFA advocacy info. Share this DOL update…Listen
NAIFA President Paul Dougherty Updates Advisors on the DOL RulingAugust 14, 2017
20-minute update on the DOL Ruling from NAIFA President, Paul Dougherty. Resources from Paul Dougherty and NAIFA: Register today for the NAIFA Performance + Purpose…Listen
NAIFA CEO Kevin Mayeux delivers DOL Update
July 14, 2017
June to January: What’s required?
As NAIFA CEO Kevin Mayeux said, it’s “changing from day-to-day” so it’s important to stay on top of this issue! Thankfully we have groups like…Listen